CPE Catalog & Events
Assessing Independence Under Yellow Book
-
TBD
1.0 Credits
Member Price: $39
GAO Yellowbook Ethics
Employment Law 101
-
TBD
1.0 Credits
Member Price: $39
Title VII Americans With Disabilities Act Age Discrimination in Employment Act Family Medical Leave Act Fair Labor Standards Act Equal Pay Act National Labor Relations Act Fair Credit Reporting Act
Overcome Your Obstacles to Abundance
-
TBD
4.0 Credits
Member Price: $129
How to know your specific obstacles to becoming rich Why people use poor marketing and investment strategies, and how to overcome such limitations The most effective marketing methods, and how to implement them The power of being super motivated, and 3 methods to keep you motivated long term towards your goals Having a vision for your business and life that will keep you on the right track
Understanding the Tax Implications of Retirement Plan Distributions
-
TBD
1.0 Credits
Member Price: $29
Required minimum distributions for a deceased's heirs 2025 retirement plan contribution limits Required minimum distributions and contributions to charity Key provisions of Secure Act 2.0
The Controllership Series - The Future Role of the Controller Part 1
-
TBD
1.5 Credits
Member Price: $59
Accounting and Finance
Inventory, Expense and Payroll Fraud
-
TBD
2.0 Credits
Member Price: $79
Methods of committing inventory, expense and payroll fraud What to look for when observing inventory Detection of inventory fraud How to recognize fictitious expenses How to recognize altered expenses Indicators of fake documentation The three main reason we ask for documentation Detection and prevention of ghost employees
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 2 (Cryptology)
-
TBD
1.0 Credits
Member Price: $39
Forensic Accounting Accounting Finance Auditing
Global Internal Audit Standards (GIAS) Domain V - Part 2
-
TBD
2.0 Credits
Member Price: $79
Internal audit Standards Institute of Internal Auditors GIAS IPPF
K2's Optimizing Your Tech Stack For Efficiency And Cost-Effectiveness
-
TBD
2.0 Credits
Member Price: $79
Conducting a tech stack assessment, including an inventory of current tools and applications Identifying essential and redundant tools Exploring cost-effective alternatives Calculating your total cost of ownership
New Client Ethical Challenges: The CPAs Guide
-
TBD
2.0 Credits
Member Price: $79
How the CPA can meet the challenges presented by a new client AICPA Code of Professional Conduct AICPA Statements on Standards for Tax Services IRS Circular 230 Case study illustration of how to bring the new client into ethical, proper financial and tax compliance
Devious Ethics: Avoiding Snakes in Suits
-
TBD
2.0 Credits
Member Price: $79
Discuss psychopathy's symptoms Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules Look at precautions you should take when considering a new boss or employee Help identify someone who might con you or your company
IRS Cybersecurity Checklist
-
TBD
2.0 Credits
Member Price: $79
Defining Cybersecurity and Cyber Risks Implications of Cybercrime Cyber Attack Trends Landscape of Cyberattacks Laws and Regulations Security Standards and Frameworks Cybersecurity Roadmap
Bytes, Bias, and Balance: Data Ethics for Tech-Savvy Accountants
-
TBD
2.0 Credits
Member Price: $79
AI Auditing & Accounting Yellowbook
Drive Results with Metrics
-
TBD
2.0 Credits
Member Price: $79
Performance Metrics Budgets
Forgotten Managerial Accounting Tools for CPAs
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Target profit analysisBreak-even analysisRelevant costs and decision-makingStandard costs and variancesActivity-based costingSegment reporting and analysis
Surgent's Buying and Selling a Business: Tax and Structuring Overview
-
TBD
4.0 Credits
Member Price: $159
An overview of the beginning of the process and documents for preliminary tax planning Recognizing the need for due diligence in acquisitions, including checklists of important points Deemed asset sales – §338 and §338(h)(10) The impact of the §197 amortizable intangibles regulations on the acquisition and disposition of a business Allocating purchase price for tax advantage Planning to avoid double taxation under the repeal of the General Utilities doctrine Special problems and opportunities when an S corporation is the buyer or seller Installment sale and interest issues Avoiding tax pitfalls and recognizing tax planning opportunities Unique issues in buying and selling LLC/partnership interests Impact of the net investment income tax (NIIT) and the §199A pass-through deduction on the tax due on the sale of a pass-through entity Individually owned goodwill
Surgent's Tax Planning for Rental Real Estate
-
TBD
4.0 Credits
Member Price: $179
Rental activities and passive activities Material participation Real estate professional status Active participation status Depreciation recapture – Sections 1245, 1250, and 291 Vacation homes rented out QBI deduction and rental properties Section 1237 safe harbor for divided parcel sales Practitioner considerations
Surgent's Top Ten Questions from Partnership Clients Regarding the Section 754 Election
-
TBD
4.0 Credits
Member Price: $159
How does a partner compute his or her basis in a partnership? What is the difference between a partner’s inside and outside basis? What is the difference between a partner’s capital account and partner’s outside basis? How does Section 732(d) impact the buyer of a partnership interest? How does a partnership report a Section 754 election on the partnership’s tax return? How does a partnership make a Section 754 election? How does a partnership make a Section 743(b) adjustment? How does a partnership make a Section 734(b) adjustment? How is a Section 743(b) adjustment or Section 734(b) adjustment allocated to the assets of a partnership? How is a Section 743(b) adjustment allocated within the class of ordinary income property and capital gain property?
K2's Advanced QuickBooks Tips And Techniques
-
TBD
4.0 Credits
Member Price: $129
Tips for improving efficiency with QuickBooks and QuickBooks Online Better reporting when working in QuickBooks environments Tips for cleaning up QuickBooks and QuickBooks Online instances Managing inventory more effectively when working with QuickBooks and QuickBooks Online
All About Fraud - Examples, Prevention and Auditing
-
TBD
4.0 Credits
Member Price: $129
Auditing Yellowbook